· Drag-and-drop workflow design
· Easy integration with existing apps
· Smart automation through AI agents
Ideal for financial services that are scaling up
Agentic workflow automation is a type of automation that uses AI agents to perform different sorts of tasks. With QuickReach, providers of financial services (non-banking operations such as lending) can easily automate client-facing services or internal processes. This way, you can scale without adding too much overhead
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These AI agents are able to:
- Gather and analyze data
- Adapt to new information
- Collaborate with each other and human users
- Break down complex tasks
Top financial processes that you can automate using AI
Fraud Detection
Automate the entire workflow from receiving invoices to payment, reducing manual entry
Cash Flow Forecasting
Generate accurate financial reports in real-time by analyzing data through AI
Automated Reporting
Streamline tracking and categorizing expenses, ensuring compliance
OUR AGENTIC WORKFLOW AUTOMATION PLATFORM
Create automated business processes - no coding required
Combine the best of BPM, digital forms & records, process flows, integration, agentic automation, and reports in one place
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Find out how your company can benefit from automating business processes using AI